Practice Area

Estate Planning & Administration

We assist clients with preparing for and administering the transfer of assets: wills, trusts and powers of attorney, together with probate and trust administration and beneficiary agreements.

State Bar of California Certified Specialist

Lisa Laws Kohli
Attorney

State Bar of California Certified Specialist in Estate Planning, Trust & Probate Law.

Planning

Drafting your plan.

Common estate planning documents that Danfoura Law Group reviews, negotiates, and drafts include:

Trusts: A revocable trust is often the foundation of an estate plan, tailored to your goals. Irrevocable trusts may be included for specific goals and needs, depending on your situation.
Funding Your Trust with Real Property: We assist with preparation and recording of deeds to transfer real property to your trust.
Will: A will that puts your wishes in writing, and dovetails with your trust if you have one.
Powers of Attorney & Health Care Directives: Power of Attorney for Health Care and Advance Health Care Directive; Power of Attorney for Finances (Springing, Durable, General, and Limited or Special power of attorney).
Businesses: We can assist you with coordinating and incorporating business succession planning with your core estate plan.

Administration

Administering an estate or trust.

Common administration matters that Danfoura Law Group handles include:

Probate Administration: Guiding the personal representative of an estate through the probate process.
Trust Administration: Administering a trust, including Heggstad petitions where needed.
Beneficiary Representation: Representing beneficiaries in estate and trust matters.
Beneficiary Distribution Agreement: Agreements among trust or estate beneficiaries about how assets are distributed.
Non-Probate Transfers: Transferring assets that pass outside of probate.
Spousal Property Petitions: Petitions concerning property that passes to a surviving spouse without a full probate.
Small Estate Affidavits & Procedures: Small estate affidavits and related procedures for administration of estates that do not require a full probate.

Our approach

Tailored, and no more complicated than it needs to be.

We focus on the most tailored strategy that will accomplish the client’s goals, while minimizing unnecessary complexity and mitigating risks. Because our attorneys also handle real estate and business matters, we coordinate your plan with the property and companies you own.